Certified Mutual Funds Advisor هذه الدورة تدرس باللغة الإنجليزية

تفاصيل الدورة

Vskills certification in Mutual Funds helps in understanding the concept of mutual funds, know about the roles of different players in the mutual fund industry, learn about the tax and regulatory issues related to mutual funds, understand the fundamentals of net asset value (NAV) computation and various investment plans. Mutual funds have become a crucial element amongst the various investment products in recent years. The certification focuses on building the concept of mutual funds and helps create awareness and knowledge about the industry and its functioning.

Why should one take this certification?
The certification is intended for professionals and graduates wanting to excel in their chosen areas. It is also well suited for those who are already working and would like to take certification for further career progression. Earning Vskills Mutual Funds Certification can help candidate differentiate in today's competitive job market, broaden their employment opportunities by displaying their advanced skills, and result in higher earning ;

Who will benefit from taking this certification?
Job seekers looking to find employment in the field of financial services, banking, investment, insurance or stock broking can benefit from this certification program. Students generally wanting to improve their skill set and make their CV stronger and existing employees looking for a better role can prove their employers the value of their skills through this certification 

TABLE OF CONTENTS

Introduction

• Definition of a Mutual Fund
• Reasons for investing in Mutual Funds
• Disadvantages of Mutual Funds
• History of Mutual Funds
• Mutual Funds in India
• Structure of Mutual Funds

Process of a Mutual Fund

• Setting Investment Goals
• Parties involved in a Mutual Fund
• Role of the AMC
• Sources of Information

Characteristics and Classes of Funds

• Fund Classes
• Asset Classes
• Open-ended and close-ended funds
• NFO
• Systematic Investment Plan
• Systematic Transfer Plan
• Systematic Withdrawal Plan

Types of Mutual Funds

• Money Market Funds
• Fixed Income Funds
• Equity Funds
• Fund of Funds
• Gold ETFS
• Debt Funds
• Fixed Maturity Plans
• Capital Protection Funds
• Gilt Funds
• MIPs
• Child Benefit Plans
• Liquid Funds
• Balanced Funds
• Global Funds
• Specialty Funds 

Buying and selling MFs

• Buying a Mutual Fund
• Selling a Mutual Fund

Costs associated with MFs

• Management and Operating Expenses
• Sales Charges (Loads)
• Recurring Expenses
• Securities Transaction Tax
• Fees of Fund Managers

Tax Consequences

• Capital gains
• Indexation benefit
• Tax on Income Distributed
• Tax Deducted at Source (TDS) / Withholding Tax
• Bank Fixed Deposit
• Dividend Payout and Growth Options within Schemes
• Setting Off & Carry Forward of Losses
• Dividend Stripping

Returns and Risks of MFs

• Types of Mutual Fund Payouts
• NAV
• Expense Ratio
• Risk
• Portfolio Turnover

Regulations

• Objectives of AMFI
• Investor's rights and obligations

Taking investment decision

• Growth Option
• Dividend Payout Option
• Dividend Reinvestment Option
• Bank Products versus Mutual Funds
• Common Pitfalls

تحديث بتاريخ 31 January, 2019